Jeremy Grantham's NOC Position Overview
Jeremy Grantham (via Grantham, Mayo, Van Otterloo & Co. LLC) currently holds 13,149 shares of Northrop Grumman Corporation (NOC) worth $7.5 M, representing 0.02% of the portfolio. First purchased in 2013-Q3, this long-term strategic position has been held for 22 quarters.
Based on 13F filings, Jeremy Grantham has maintained a strategic position in NOC, demonstrating sustained confidence in this investment. Largest addition occurred in Q4 2015, adding 138,600 shares. Largest reduction occurred in Q2 2016, reducing 120,110 shares.
Analysis based on 13F filings available since 2013 Q2
Jeremy Grantham's Northrop Grumman Corporation (NOC) Holding Value Over Time
Track share changes against reported price movement
Quarterly Northrop Grumman Corporation (NOC) Trades by Jeremy Grantham
| Report Date | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Reported Price |
|---|---|---|---|---|
| Q4 2025 | -4,434 | Reduce 25.22% | 13,149 | $570.21 |
| Q3 2025 | +12,928 | Add 277.72% | 17,583 | $609.32 |
| Q2 2025 | -15,106 | Reduce 76.44% | 4,655 | $499.98 |
| Q1 2025 | +12,578 | Add 175.11% | 19,761 | $512.01 |
| Q4 2024 | +7,183 | New Buy | 7,183 | $469.29 |
| Q1 2021 | -11,200 | Sold Out | 0 | $0.00 |
| Q4 2020 | -500 | Reduce 4.27% | 11,200 | $304.73 |
| Q3 2020 | +500 | Add 4.46% | 11,700 | $315.47 |
| Q2 2020 | -1,500 | Reduce 11.81% | 11,200 | $307.41 |
| Q1 2020 | +3,267 | Add 34.63% | 12,700 | $302.52 |
| Q4 2019 | +9,433 | New Buy | 9,433 | $344.01 |
| Q1 2017 | -7,170 | Sold Out | 0 | $0.00 |
| Q4 2016 | -4,432 | Reduce 38.20% | 7,170 | $232.64 |
| Q3 2016 | -52,688 | Reduce 81.95% | 11,602 | $213.93 |
| Q2 2016 | -120,110 | Reduce 65.14% | 64,290 | $222.27 |
| Q1 2016 | +44,500 | Add 31.81% | 184,400 | $197.90 |
| Q4 2015 | +138,600 | Add 10661.54% | 139,900 | $188.81 |
| Q3 2015 | +1,300 | New Buy | 1,300 | $166.15 |
| Q2 2014 | -20,567 | Sold Out | 0 | $0.00 |
| Q1 2014 | -47,200 | Reduce 69.65% | 20,567 | $123.40 |
| Q4 2013 | +33,006 | Add 94.95% | 67,767 | $114.61 |
| Q3 2013 | +34,761 | New Buy | 34,761 | $95.25 |
Jeremy Grantham's Northrop Grumman Corporation Investment FAQs
Jeremy Grantham first purchased Northrop Grumman Corporation (NOC) in Q3 2013, acquiring 34,761 shares, as reported in their 13F filing for that period. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
Jeremy Grantham has held Northrop Grumman Corporation (NOC) for 22 quarters since Q3 2013.
Jeremy Grantham's largest addition to Northrop Grumman Corporation (NOC) was in Q4 2015, adding 139,900 shares worth $26.42 M.
According to the latest 13F filing for Q4 2025, Jeremy Grantham's firm, Grantham, Mayo, Van Otterloo & Co. LLC, owns 13,149 shares of Northrop Grumman Corporation (NOC), valued at approximately $7.5 M.
As of the Q4 2025 filing, Northrop Grumman Corporation (NOC) represents approximately 0.02% of Jeremy Grantham's publicly disclosed stock portfolio, making it one of their key holdings.
Jeremy Grantham's peak holding in Northrop Grumman Corporation (NOC) was 184,400 shares, as reported at the end of Q1 2016.